Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=MVR1GonZHrt Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Tech Corner: DELLs Booming AI Server Business [IkaxsgT8o4A] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT Dell Technologies (DELL) has emerged as one of the biggest beneficiaries of the AI infrastructure boom, with record demand for its AI-optimized servers driving explosive revenue and earnings growth. In this Tech Corner, George Tsilis breaks down Dell's expanding AI server backlog, partnership with Nvidia, and why enterprises and governments are increasingly turning to Dell for next-generation data center infrastructure. George also examines the key risks for investors, including margin pressure, slowing consumer PC demand, and valuation concerns, while analyzing the stock's strong technical momentum following its breakout to new highs. Check out George Tsilis' prior coverage on DELL here ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #dell #servers #ai #computers #economy #finance #marketnews #stock #stockmarket #trading #schwabnetwork #artificialintelligence #revenue #earnings #techstocks #techcorner #hpe #smcistock #csco #ibm #hpq #orcl m8oukPWj4y1 oxfh8q09A5N rKibCZZZ4Ei gjHA5TM2lWg jcOlC9rMGX3
Dell Technologies (DELL) has emerged as one of the biggest beneficiaries of the AI infrastructure boom, with record demand for its AI-optimized servers driving explosive revenue and earnings growth. In this Tech Corner, George Tsilis breaks down Dell's expanding AI server backlog, partnership with Nvidia, and why enterprises and governments are increasingly turning to Dell for next-generation data center infrastructure. George also examines the key risks for investors, including margin pressure, slowing consumer PC demand, and valuation concerns, while analyzing the stock's strong technical momentum following its breakout to new highs. Check out George Tsilis' prior coverage on DELL here ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #dell #servers #ai #computers #economy #finance #marketnews #stock #stockmarket #trading #schwabnetwork #artificialintelligence #revenue #earnings #techstocks #techcorner #hpe #smcistock #csco #ibm #hpq #orcl m8oukPWj4y1 oxfh8q09A5N rKibCZZZ4Ei gjHA5TM2lWg jcOlC9rMGX3